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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everyday California | La Jolla | CA | 07/2018 | 04/2019 |
| Full Time Education | Grand Junction | CO | 08/2014 | 06/2018 |
| Commonwealth Financial Network | San Diego | CA | 05/2019 | 01/2026 |
| Raymond James Financial Services, Inc. | San Diego | CA | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | San Diego | CA | 01/2026 | Present |
(1) Name of Business: Manning Wealth Group Address: 401 B St Ste 2300, San Diego, CA, 92101-4289, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/31/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I will support the financial services business done under the DBA only/fictitious name of “Manning Wealth Group”, activity run through Raymond James as our B/D. (2) Name of Business: The Manning Companies Address: 401 B St Ste 2300, San Diego, CA, 92101-4289, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Client Service Representative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-23 |
| S66 | Uniform Combined State Law Examination | 2023-08-25 |
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